交银国际发表研究报告指出，福莱特玻璃发布业绩预告，今年上半年预计盈利2.3亿至2.8亿元，其中今年第二季度盈利1.2亿至1.7亿元。自6月以来，光伏玻璃行业大幅减产，最近一周累库速度已大幅放缓，后续仍将有较大规模的减产。该行预计，8月有望开始去库存，后续玻璃价格有望见底回升。另外，近期政府会议密集表态，光伏供给侧将迎转机。由于产品价格走势弱于预期，该行下调该公司2025至2027年盈利预测，维持1.1倍2025年市账率的估值基准，因人民币升值，目标价由11.3港元小幅上调至11.45港元，维持“买入”评级。
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